CleverReach for your voice agent
CleverReach is an email marketing platform for managing subscribers, campaigns, reports, and signup forms. It helps teams run targeted email campaigns and track their results in one place.
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Integration record
- Status
- Needs setup
- Plan
- Every plan, from Starter at A$49 a month
- How it connects
- With your own CleverReach app. You register an app in CleverReach's developer settings, paste its client ID and secret in Connected apps, then sign in.
- What it reads
- 42 actions, such as count Receivers By Tags, get Attribute and get Attribute Limits.
- What it changes
- 44 actions, such as add Blacklist Entries, add Blacklist Entry and add Group Receiver Tags.
- What starts an action
- The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
- Custom work
- You choose each action from its list of 86. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
- Checked
- Action list checked 14 November 2026. We haven't tested each action.
CleverReach actions
Reads 42
- Count Receivers By Tags
- Get Attribute
- Get Attribute Limits
- Get Blacklist Entry
- Get Filter
- Get Filter Metrics
- Get Form Embed Code
- Get Group
- Get Group Stats
- Get Mailing
- Get Mailing Channel
- Get My Content
- Get Random Mailing Receiver
- Get Receiver
- Get Receiver Attributes
- Get Receiver Tags
- Get Report
- Get Report Stats
- List Attributes
- List Blacklist Entries
- List Bounced Receivers
- List Bounces
- List Filter Receivers
- List Filters
18 more
- List Forms
- List Groups
- List Mailing Channels
- List Mailing Links
- List Mailing Orders
- List Mailings
- List Mailing Templates
- List My Content
- List Receiver Events
- List Receiver Groups
- List Receiver Orders
- List Receivers
- List Receiver Tags
- List Report Receivers
- List Reports
- List Tags
- Validate Blacklist Emails
- Validate Receiver Emails
Changes 30
- Add Blacklist Entries
- Add Blacklist Entry
- Add Group Receiver Tags
- Add Receiver Tags
- Bulk Update Receivers
- Bulk Upsert Receivers
- Change Receiver Email
- Clone Receiver
- Create Attribute
- Create Filter
- Create Group
- Create Mailing
- Create Mailing Template
- Create My Content
- Create Receiver
- Create Receiver Event
- Create Receiver Order
- Create Receivers
- Filter Receivers
- Send Mailing Preview
- Set Receiver Attribute
- Set Receiver Status
- Update Attribute
- Update Blacklist Entry
6 more
- Update Filter
- Update Group
- Update Mailing
- Update My Content
- Update Receiver
- Update Receiver Order
Deletes 14
- Delete Attribute
- Delete Blacklist Entries
- Delete Blacklist Entry
- Delete Filter
- Delete Group
- Delete Mailing Channel
- Delete My Content
- Delete Receiver Account-Wide
- Delete Receiver Order
- Delete Receivers Account-Wide
- Delete Report
- Remove Receiver From Group
- Remove Receivers From Group
- Remove Receiver Tags
CleverReach setup
Registering your CleverReach app
Create an app in CleverReach's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.
Signing in to CleverReach
Paste the client ID and secret in Connected apps, then sign in and approve access.
Choosing the actions
Choose which of the 86 actions the agent may use. Start with lookups and add the ones that change CleverReach when you're ready.
Testing, then publishing
Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.
More integrations
Get started
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